Civic Intelligence

Sherweis Marketing Systems Inc. DBA New Dimension

Plan context: Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan

EIN 91-2032397 • Encinitas, CA • 22 filings • 2 plans

535 Encinitas BlvdSuite 111Encinitas, CA 92024
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,604,441

2024 Contributions

$15,505

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,635,593$1,317,797$0200320132023YearValue
$2,604,441Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160200320132023YearValue
5Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-0---
202315$2,604,441$15,505$3,101iApproximate average salary by contribution assumption: employee only about $77,525 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,456 at 6%; with 100% employer match about $38,763 at 4% or $25,842 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-5$2,604,441$15,505$3,101iApproximate average salary by contribution assumption: employee only about $77,525 at 4% or $51,683 at 6%; with 50% employer match about $51,683 at 4% or $34,456 at 6%; with 100% employer match about $38,763 at 4% or $25,842 at 6%.
202214$2,233,929$20,500$5,125iApproximate average salary by contribution assumption: employee only about $128,125 at 4% or $85,417 at 6%; with 50% employer match about $85,417 at 4% or $56,944 at 6%; with 100% employer match about $64,063 at 4% or $42,708 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-4$2,233,929$20,500$5,125iApproximate average salary by contribution assumption: employee only about $128,125 at 4% or $85,417 at 6%; with 50% employer match about $85,417 at 4% or $56,944 at 6%; with 100% employer match about $64,063 at 4% or $42,708 at 6%.
202115$2,635,593$19,500$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-5$2,635,593$19,500$3,900iApproximate average salary by contribution assumption: employee only about $97,500 at 4% or $65,000 at 6%; with 50% employer match about $65,000 at 4% or $43,333 at 6%; with 100% employer match about $48,750 at 4% or $32,500 at 6%.
202015$2,344,252$20,426$4,085iApproximate average salary by contribution assumption: employee only about $102,130 at 4% or $68,087 at 6%; with 50% employer match about $68,087 at 4% or $45,391 at 6%; with 100% employer match about $51,065 at 4% or $34,043 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-5$2,344,252$20,426$4,085iApproximate average salary by contribution assumption: employee only about $102,130 at 4% or $68,087 at 6%; with 50% employer match about $68,087 at 4% or $45,391 at 6%; with 100% employer match about $51,065 at 4% or $34,043 at 6%.
2019110$2,005,884$23,630$2,363iApproximate average salary by contribution assumption: employee only about $59,075 at 4% or $39,383 at 6%; with 50% employer match about $39,383 at 4% or $26,256 at 6%; with 100% employer match about $29,538 at 4% or $19,692 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-10$2,005,884$23,630$2,363iApproximate average salary by contribution assumption: employee only about $59,075 at 4% or $39,383 at 6%; with 50% employer match about $39,383 at 4% or $26,256 at 6%; with 100% employer match about $29,538 at 4% or $19,692 at 6%.
201814$1,925,981$18,820$4,705iApproximate average salary by contribution assumption: employee only about $117,625 at 4% or $78,417 at 6%; with 50% employer match about $78,417 at 4% or $52,278 at 6%; with 100% employer match about $58,813 at 4% or $39,208 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-4$1,925,981$18,820$4,705iApproximate average salary by contribution assumption: employee only about $117,625 at 4% or $78,417 at 6%; with 50% employer match about $78,417 at 4% or $52,278 at 6%; with 100% employer match about $58,813 at 4% or $39,208 at 6%.
201711$2,039,672$45,522$45,522iApproximate average salary by contribution assumption: employee only about $1,138,050 at 4% or $758,700 at 6%; with 50% employer match about $758,700 at 4% or $505,800 at 6%; with 100% employer match about $569,025 at 4% or $379,350 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-1$2,039,672$45,522$45,522iApproximate average salary by contribution assumption: employee only about $1,138,050 at 4% or $758,700 at 6%; with 50% employer match about $758,700 at 4% or $505,800 at 6%; with 100% employer match about $569,025 at 4% or $379,350 at 6%.
201616$1,684,779$63,777$10,630iApproximate average salary by contribution assumption: employee only about $265,738 at 4% or $177,158 at 6%; with 50% employer match about $177,158 at 4% or $118,106 at 6%; with 100% employer match about $132,869 at 4% or $88,579 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-6$1,684,779$63,777$10,630iApproximate average salary by contribution assumption: employee only about $265,738 at 4% or $177,158 at 6%; with 50% employer match about $177,158 at 4% or $118,106 at 6%; with 100% employer match about $132,869 at 4% or $88,579 at 6%.
201517$1,467,260$67,633$9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-7$1,467,260$67,633$9,662iApproximate average salary by contribution assumption: employee only about $241,546 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,773 at 4% or $80,515 at 6%.
2014110$1,516,343$128,846$12,885iApproximate average salary by contribution assumption: employee only about $322,115 at 4% or $214,743 at 6%; with 50% employer match about $214,743 at 4% or $143,162 at 6%; with 100% employer match about $161,058 at 4% or $107,372 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-10$1,516,343$128,846$12,885iApproximate average salary by contribution assumption: employee only about $322,115 at 4% or $214,743 at 6%; with 50% employer match about $214,743 at 4% or $143,162 at 6%; with 100% employer match about $161,058 at 4% or $107,372 at 6%.
2013111$1,329,241$126,177$11,471iApproximate average salary by contribution assumption: employee only about $286,766 at 4% or $191,177 at 6%; with 50% employer match about $191,177 at 4% or $127,452 at 6%; with 100% employer match about $143,383 at 4% or $95,589 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-11$1,329,241$126,177$11,471iApproximate average salary by contribution assumption: employee only about $286,766 at 4% or $191,177 at 6%; with 50% employer match about $191,177 at 4% or $127,452 at 6%; with 100% employer match about $143,383 at 4% or $95,589 at 6%.
2012111$982,366$120,275$10,934iApproximate average salary by contribution assumption: employee only about $273,352 at 4% or $182,235 at 6%; with 50% employer match about $182,235 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,117 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-11$982,366$120,275$10,934iApproximate average salary by contribution assumption: employee only about $273,352 at 4% or $182,235 at 6%; with 50% employer match about $182,235 at 4% or $121,490 at 6%; with 100% employer match about $136,676 at 4% or $91,117 at 6%.
2011110$751,044$141,012$14,101iApproximate average salary by contribution assumption: employee only about $352,530 at 4% or $235,020 at 6%; with 50% employer match about $235,020 at 4% or $156,680 at 6%; with 100% employer match about $176,265 at 4% or $117,510 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-10$751,044$141,012$14,101iApproximate average salary by contribution assumption: employee only about $352,530 at 4% or $235,020 at 6%; with 50% employer match about $235,020 at 4% or $156,680 at 6%; with 100% employer match about $176,265 at 4% or $117,510 at 6%.
201015$639,076$137,487$27,497iApproximate average salary by contribution assumption: employee only about $687,435 at 4% or $458,290 at 6%; with 50% employer match about $458,290 at 4% or $305,527 at 6%; with 100% employer match about $343,718 at 4% or $229,145 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-5$639,076$137,487$27,497iApproximate average salary by contribution assumption: employee only about $687,435 at 4% or $458,290 at 6%; with 50% employer match about $458,290 at 4% or $305,527 at 6%; with 100% employer match about $343,718 at 4% or $229,145 at 6%.
200913$441,945$108,350$36,117iApproximate average salary by contribution assumption: employee only about $902,917 at 4% or $601,944 at 6%; with 50% employer match about $601,944 at 4% or $401,296 at 6%; with 100% employer match about $451,458 at 4% or $300,972 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-3$441,945$108,350$36,117iApproximate average salary by contribution assumption: employee only about $902,917 at 4% or $601,944 at 6%; with 50% employer match about $601,944 at 4% or $401,296 at 6%; with 100% employer match about $451,458 at 4% or $300,972 at 6%.
200812$255,791$66,242$33,121iApproximate average salary by contribution assumption: employee only about $828,025 at 4% or $552,017 at 6%; with 50% employer match about $552,017 at 4% or $368,011 at 6%; with 100% employer match about $414,013 at 4% or $276,008 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$255,791$66,242$33,121iApproximate average salary by contribution assumption: employee only about $828,025 at 4% or $552,017 at 6%; with 50% employer match about $552,017 at 4% or $368,011 at 6%; with 100% employer match about $414,013 at 4% or $276,008 at 6%.
200712$313,322$65,521$32,761iApproximate average salary by contribution assumption: employee only about $819,013 at 4% or $546,008 at 6%; with 50% employer match about $546,008 at 4% or $364,006 at 6%; with 100% employer match about $409,506 at 4% or $273,004 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$313,322$65,521$32,761iApproximate average salary by contribution assumption: employee only about $819,013 at 4% or $546,008 at 6%; with 50% employer match about $546,008 at 4% or $364,006 at 6%; with 100% employer match about $409,506 at 4% or $273,004 at 6%.
200612$232,383$54,894$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$232,383$54,894$27,447iApproximate average salary by contribution assumption: employee only about $686,175 at 4% or $457,450 at 6%; with 50% employer match about $457,450 at 4% or $304,967 at 6%; with 100% employer match about $343,088 at 4% or $228,725 at 6%.
200512$154,551$58,619$29,310iApproximate average salary by contribution assumption: employee only about $732,738 at 4% or $488,492 at 6%; with 50% employer match about $488,492 at 4% or $325,661 at 6%; with 100% employer match about $366,369 at 4% or $244,246 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$154,551$58,619$29,310iApproximate average salary by contribution assumption: employee only about $732,738 at 4% or $488,492 at 6%; with 50% employer match about $488,492 at 4% or $325,661 at 6%; with 100% employer match about $366,369 at 4% or $244,246 at 6%.
200412$86,454$46,003$23,002iApproximate average salary by contribution assumption: employee only about $575,038 at 4% or $383,358 at 6%; with 50% employer match about $383,358 at 4% or $255,572 at 6%; with 100% employer match about $287,519 at 4% or $191,679 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$86,454$46,003$23,002iApproximate average salary by contribution assumption: employee only about $575,038 at 4% or $383,358 at 6%; with 50% employer match about $383,358 at 4% or $255,572 at 6%; with 100% employer match about $287,519 at 4% or $191,679 at 6%.
200312$36,250$36,250$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
Sherweis Marketing Systems Inc. 401(K) Profit Sharing Plan-2$36,250$36,250$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.